Principal

Principal is an AI-powered wealth platform designed to offer users a comprehensive, unified view of their financial life. It helps users track investments, grow wealth, and provides personalized financial insights to aid informed decision-making.

Principal analyzes user data connected from multiple financial institutions via Plaid for detailed financial insights. Catering to a variety of financial needs, it provides real-time tracking of wealth, historical balance tracking, an overview of users' assets and liabilities, among other services.

Principal offers a range of financial insights by analyzing user data. These insights include real-time wealth tracking, historical balance tracking, an overview of users' assets and liabilities, transaction history review, real-time tracking of real estate values and retirement projections. It also provides AI-powered risk analysis.

Yes, users can connect Principal with multiple financial institutions including banks, retirement plans and credit cards via Plaid, a trusted partner.

Users can connect Principal with a variety of financial institutions, including banks, retirement plans, and credit cards through the integration with Plaid.